Charging Infrastructure

Explore the companies building the charging networks that power electric vehicles. Compare network coverage, charging speeds, and the race to deploy infrastructure worldwide.

Public Charging Networks

Public and third-party charging network operators building the infrastructure for mass EV adoption.

ChargePoint

Largest US network by station count — 34K+ locations, hardware+software model.

EVgo

DC fast-charging focused on urban metro areas and retail partnerships.

Blink Charging

Global L2 and DCFC operator across 25+ countries.

TELD (TGOOD)

#1 operator in China with 800K+ chargers.

Fastned

Premium solar-powered highway stations across Europe.

OEM & Proprietary Networks

Automaker-owned charging networks and battery swap operators serving their vehicle ecosystems.

Tesla Commercial Destination Charging

World's largest DC fast-charging network — 65K+ stalls, now NACS standard.

NIO Power

Pioneer battery-swap stations — 2,600+ swap points across China.

Li Auto Charging

Ultra-fast 5C charging network for BEV lineup.

CATL Choco-Swap

World's #1 battery maker entering swap market with EVOGO system.

BYD Charging

Megawatt-class charging leveraging unmatched battery expertise.

Energy Company Networks

Oil & gas majors and state utilities converting fossil fuel infrastructure into EV charging hubs.

Shell Recharge

54K+ charge points globally — converting gas stations to EV hubs.

bp pulse

Investing $1B+ annually in EV charging across 3 continents.

Sinopec Charging

China's largest oil refiner deploying 10K+ chargers at existing stations.

State Grid (SGCC)

China's electricity monopoly — hundreds of thousands of public chargers.

Hardware & Software

The companies manufacturing charging equipment and providing the software platforms that run charging networks.

ABB E-mobility

World's #1 DC fast charger hardware maker — deployed in 120+ countries.

Huawei Digital Power

Leading liquid-cooled DC charging equipment with AI energy management.

EVBox (Engie)

600K+ ports shipped globally — hardware+cloud platform for businesses.

Wallbox

Smart home and commercial chargers with pioneering V2G bidirectional capability.

Charging Value Chain: Who Does What

Where each company sits across the EV charging value chain — from hardware manufacturing through energy/grid integration. Hover cells for details.

Hardware Manufacturing

Network Operations

Software Platform

Battery Swap

Energy / Grid

Hardware Manufacturing

Network Operations

Software Platform

Battery Swap

Energy / Grid

Tesla Supercharger

ChargePoint

EVgo

Blink Charging

Electrify America

IONITY

Fastned

Shell Recharge

bp pulse

Allego

EVBox (Engie)

Wallbox

ABB E-mobility

State Grid (SGCC)

China Southern Power Grid

TELD (TGOOD)

Star Charge (Wanbang)

Cloud Quick Charge

NIO Power

Li Auto Charging

XPeng Charging

BYD Charging

Huawei Digital Power

CATL Choco-Swap

Aulton

Sinopec Charging

Solid bars = active in this stage. Faded = notable relationship but not primary business. Hover for details.

Global Public Charger Deployment

Annual public charging point installations by region — China accounts for ~70% of global deployments. Sources: IEA Global EV Outlook 2025, EAFO.

Total public charging points installed by region (cumulative). Sources: IEA Global EV Outlook 2025, EAFO, CAAM.

US DC Fast Charging Market Share

Tesla Supercharger dominates US DC fast charging with 60% of installed stalls. Sources: DOE AFDC, company disclosures.

Tesla Supercharger60%

ChargePoint15%

Electrify America10%

EVgo5%

Others10%

US DC fast charging market share by installed stalls, 2024. Sources: DOE AFDC, company disclosures.

China vs US vs Europe: Public Charger Count

Total public charging points by region — China leads with 15x the United States. Sources: IEA, EAFO, CAAM.

Total public charging points by region. Sources: IEA Global EV Outlook 2025, EAFO, CAAM.